Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $128B
1-Year Est. Return 29.36%
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.4B
AUM Growth
+$4.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,392
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$186M
3
+$129M
4
TX icon
Ternium
TX
+$126M
5
META icon
Meta Platforms (Facebook)
META
+$114M

Top Sells

1
+$529M
2
+$278M
3
+$224M
4
BBD icon
Banco Bradesco
BBD
+$160M
5
DHR icon
Danaher
DHR
+$140M

Sector Composition

1 Consumer Discretionary 18.63%
2 Technology 18.04%
3 Financials 14.55%
4 Healthcare 11.56%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$39.8M 0.06%
781,356
+407,647
327
$39.7M 0.06%
233,768
-205,715
328
$39.5M 0.06%
1,638,174
+1,470,351
329
$39.4M 0.06%
262,464
+19,578
330
$39.3M 0.06%
663,541
+321,030
331
$39.3M 0.06%
282,072
-17,840
332
$39.2M 0.06%
752,308
-33,044
333
$38.9M 0.06%
6,617,680
+528,800
334
$38.8M 0.06%
255,801
-26,020
335
$38.4M 0.06%
2,341,293
+48,069
336
$38.3M 0.06%
637,396
-29,718
337
$38.3M 0.06%
766,508
-416,970
338
$38.1M 0.06%
652,818
+481,818
339
$38M 0.06%
1,872,308
+1,090,795
340
$37.9M 0.06%
620,143
+339,356
341
$37.8M 0.06%
156,683
-91,317
342
$37.5M 0.06%
425,745
+118,168
343
$37.3M 0.06%
360,190
+20,504
344
$37.1M 0.06%
560,505
+289,160
345
$36.7M 0.06%
1,066,106
+150,686
346
$36.6M 0.06%
681,524
-84,732
347
$36.6M 0.06%
686,485
-124,101
348
$36.2M 0.06%
341,476
+37,057
349
$36M 0.06%
1,282,955
-287,055
350
$36M 0.06%
1,073,916
-70,609
12 13
14
15 16